2023 Form 5500 filing — Sheet Metal Workers Local 206 Health Benefit Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004132506NAL0005728771001) for Sheet Metal Workers Local 206 Health Benefit Trust, reported by Board Of Trustees, Sheet Metal Workers Local 206 under EIN 45-4844178 and plan number 501. It reports 987 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004132506NAL0005728771001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Sheet Metal Workers Local 206
- EIN
- 45-4844178
- Plan number
- 501
- Location
- San Diego, CA
- Participants
- 987
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,906,681
- Total liabilities (EOY)
- $2,306,100
- Net assets (EOY)
- $17,600,581
- Employer contributions
- $16,408,541
- Participant contributions
- $922,501
- Total income / additions
- $19,385,937
- Benefits paid
- $14,810,074
- Administrative expenses
- $638,943
- Total expenses
- $15,449,017
- Net increase / (decrease)
- $3,936,920
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Risk Program Administrators LLC | PLAN ADMINISTRATOR | $451,454 | not reported in the loaded dataset |
| Healthinvest Hra | NONE | $84,203 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $16,750 | not reported in the loaded dataset |
| Lincoln Investment Planning, LLC | N/A | $16,297 | not reported in the loaded dataset |
| Horizon Actuarial Services | NONE | $15,000 | not reported in the loaded dataset |
| Gilbert And Sackman | NONE | $14,803 | not reported in the loaded dataset |
| Sheet Metal Benefit Plan Admin | NONE | $7,288 | not reported in the loaded dataset |